We are seeking a college student interested in learning more about the Insurance industry. This internship will focus on the day-to-day business handlings of our Client Services/Compliance department. This position requires onsite presence at our office located in San Pedro Garza Garcia.
Vendor Set Up:- Manage the vendor set-up process.
- Communicate with brokers and clients via email/phone calls.
- Scan invoices into the system.
- Gain skills in communication and system processes.
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Confirmation of Reinsurance:
- Handle the receipt, scanning, and uploading of Signed Confirmation of Reinsurance documents.
- Facilitate smoother audits by ensuring timely and accurate document management.
- Communicate with Business Administrative Manager and manage electronic filing of documents.
- Learn about the audit process and relevant regulations.
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Follow-up on AML Documents:
- Assist with following up on AML approvals by communicating with local clients and brokers.
- Manage a shared inbox and serve as a backup when needed.
- Learn about the AML approval process and how to organize follow-ups.
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Audit Support:
- Support the team by uploading necessary documents into the audit file.
- Ensure all documents are properly filed to facilitate audits.
- Familiarize with various systems and maintain effective communication.
Currently enrolled in a Business Administration or a similar academic program- Demonstrated strong knowledge of technology, including Microsoft CRM and Microsoft Office.
- Demonstrated customer support, and analytical problem-solving skills.
- Ability to work independently and as part of a team.
- Strong time management, project management, communication, and organizational skills.
- Ability to effectively prioritize multiple assigned tasks.
- Familiarity accessing/using databases to retrieve, use, and present data.
- Fluent spoken/written English
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